Our Story
29 Years of Expertise at the Intersection of Accounting, Advisory, and Technology
TATG-LLC (Turner Accounting, Advisory & AI Technology Group LLC) provides fractional controller services, NetSuite, QuickBooks and Sage Intacct implementation, multi-entity accounting and financial advisory to growing businesses in California and New York. We were founded with a single conviction: that mid-market businesses deserve the same caliber of financial leadership and technology guidance as the largest enterprises. Since our founding, we have grown into a multi-office firm serving clients across California and New York, combining deep accounting expertise with modern ERP platforms and AI-driven automation tools.
Our mission-driven approach places client outcomes first. Whether we are serving as a fractional controller for a growing startup, managing a full-cycle ERP implementation, or automating financial reporting workflows, every engagement is guided by the same standards of precision, transparency, and professional integrity that have defined this firm for 29 years.
Robert T. Speller, CEO, founded the firm and continues to lead it with a hands-on commitment to quality. Under his leadership, Turner has built a team of CPAs, MBAs, and certified ERP specialists whose combined depth spans financial reporting, controllership, bookkeeping, Salesforce CRM, NetSuite, QuickBooks, Sage Intacct, Expensify, and Method.
Our Leadership
The Team Behind Turner
A multidisciplinary team of CPAs, MBAs, and ERP specialists with decades of combined experience serving mid-market clients.
Robert T. Speller
CEO
CEO Founder
Casey Young
Managing Partner
Managing Partner
Emily Yu
CPA
CPA
Rich Syers
CPA
CPA
Bob Sates
ERP Expert
ERP Expert
Sara Long
ERP Expert, CPA, MBA
ERP Expert CPA MBA
Credentials & Certifications
Professional Authority Across Every Discipline
The Turner team holds active CPA licensures, advanced business degrees, and hands-on ERP platform certifications - giving every client access to verified expertise from the first engagement.
CPA Licensure
Multiple active Certified Public Accountant licensures held across the team, including Emily Yu CPA, Rich Syers CPA, and Sara Long CPA - ensuring every engagement is supervised by credentialed accounting professionals.
MBA & Advanced Degrees
Sara Long holds an MBA in addition to her CPA and ERP credentials, reinforcing Turner's capacity for strategic advisory engagements alongside technical implementation work.
ERP Platform Certifications
Bob Sates and Sara Long are designated ERP Experts with deep hands-on certification across NetSuite, QuickBooks Online and Enterprise, Sage Intacct, Salesforce CRM, Expensify, and Method - covering the full spectrum of mid-market financial platforms.
Our Offices
Serving Clients Across California and New York
TATG-LLC maintains a San Francisco headquarters and five regional satellite offices, ensuring accessible, on-the-ground support wherever your business operates.
Headquarters
San Francisco
575 Market St
San Francisco, CA 94105, USA
Satellite Office
Livermore
2481 Constitution Dr, Suite A201, Livermore, CA 94551
Satellite Office
San Jose
San Jose, CA
Satellite Office
Burbank
Burbank, CA
Satellite Office
Los Angeles
Los Angeles, CA
Satellite Office
New York
New York, NY
Who we serve and what we do
Turner Accounting & Technology Group is based in Livermore, California. We serve owners, CEOs and finance leads at growing companies across the Bay Area and Tri-Valley, with additional clients in Los Angeles, Burbank and New York. Most come to us when the books are slowing them down: a late close, reports nobody trusts, or an ERP project that has stalled.
We provide fractional controllership, ERP project management, financial reporting, bookkeeping support and AI automation. In one recent engagement we cleaned up a client's accounting so they could finally produce reliable financial statements. Call us and tell us what is not working.